Building a powerful alliance
Envestnet is the business partner for today's forward-thinking, technology-savvy financial institutions—whether they’re responsible for $500 million or $15 billion in assets. The many facets of our Web-based platform can readily be tailored to suit the needs of broker/dealers, banks, insurance companies, certified public accountants, and other financial professionals.
We have teams of dedicated sales and service professionals that support these unique channels, providing a depth of expertise and assistance in realizing a wealth of important benefits.
INCREASE YOUR FEE-BASED ASSETS
Roll out a comprehensive, private-labeled platform to manage your expanding portfolio of fee-based financial products and services, including but not limited to:
- Industry-leading asset allocation tools
- Separately managed accounts, multi-manager accounts, unified managed accounts, mutual fund wrap portfolios, ETF wrap portfolios, SRI/Sustainable solutions, enhanced portfolio strategies, and other fee-based solutions
- Due diligence on investment managers
- Marketing tools for advisors
- Client and performance reporting
- Back-office processing
- Billing tailored for each firm
CUSTOMIZE AND INTEGRATE YOUR PLATFORM
Expand the breadth and reach of your business by integrating client and portfolio data and automating a variety of time and data-intensive processes:
- Use the platform on a stand-alone basis or integrate existing proprietary products as well as custodial and vendor relationships
- Efficiently customize platform to add features and functions to reflect your firm's branding or desired image
- Rapidly implement a tested and proven platform while avoiding the high costs and excessive time associated with in-house development
